Platform for care coordination and planning. Integration of care planning tool, frontend applications, and customer support platform to assist in trust administration for beneficiaries who may have disabilities. The platform may be used to provide planning, concierge, and fiduciary services.
Legal claims defining the scope of protection, as filed with the USPTO.
2. The method of claim 1, wherein the sequence of questions prompted to the user relate to the medical, psychological, dialing living, asset management, budget, and general information of the user.
3. The method of claim 1, further comprising scheduling one or more disbursements to the user on a periodic schedule based on the parameters of the trust administration.
4. The method of claim 3, wherein the one or more disbursements include in-kind disbursements.
6. The method of claim 1, wherein the user is a special needs beneficiary.
8. The system of claim 7, wherein the sequence of questions prompted to the user relate to the medical, psychological, dialing living, asset management, budget, and general information of the user.
9. The system of claim 7, wherein the instructions include further instructions that, as a result of execution by the one or more processors, further cause the system to schedule one or more disbursements to the user on a periodic schedule based on the parameters of the trust administration.
10. The system of claim 9, wherein the one or more disbursements include in-kind disbursements.
12. The system of claim 7, wherein the user is a special needs beneficiary.
14. The non-transitory computer-readable storage medium of claim 13, wherein the sequence of questions prompted to the user relate to the medical, psychological, dialing living, asset management, budget, and general information of the user.
15. The non-transitory computer-readable storage medium of claim 13, wherein the instructions include further instructions that, as a result of execution by the one or more processors, cause the computer system to schedule one or more disbursements to the user on a periodic schedule based on the parameters of the trust administration.
16. The non-transitory computer-readable storage medium of claim 15, wherein the one or more disbursements include in-kind disbursements.
Cooperative Patent Classification codes for this invention. Click any code to explore related patents in that topic.
June 22, 2020
November 22, 2022
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